BIP

Blueprint Investment Partners Portfolio holdings

AUM $935M
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.3M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$10.7M
3
+$4.87M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.51M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.33M

Top Sells

1
+$24M
2
+$9.98M
3
+$9.14M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$6.94M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.44M

Sector Composition

1 Communication Services 0.36%
2 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$239K 0.24%
2,173
-10
27
– –
-19,176
28
– –
-20,826
29
– –
-1,323
1
2